August 25, 2014 by Dan • Commentary

The WSJ is reporting that Burger King (BKW) is considering buying Tim Hortons (THI) despite having fairly similar market capitalizations.  While a deal would likely have strategic value in terms of broadening THI’s footprint globally, the primary …

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August 25, 2014 by Enis • Commentary

Now that earnings season is basically over, and no major macroeconomic data until the busy slate of releases after the Labor Day holiday next week, traders are expecting a quiet week in the markets.  After …

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August 22, 2014 by Dan • Commentary

In mid June when ISIS terrorists were making steady advances on Iraq’s northwest (where much of the their oil production sits) crude oil broke-out to new nine month highs.  At the time we highlighted the …

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August 22, 2014 by Enis • Commentary

Back in a January post we detailed the activity in the Jan15 50 puts in HLF when the stock was in the low $70s after a quick decline from the recent highs int he lows $80s: Well, …

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August 22, 2014 by Dan • Commentary

I’ll keep this short this morning.  Yesterday I wrote of how I am often confounded by macro movements in currencies commodities and bonds (In Our Own World) and their effects on the U.S. equity markets (of …

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